BETA

RIES FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
RIES FOUNDATION (EIN 36-2545485)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202503159349102955
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-11T17:36:31-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331498605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 S RIVERSIDE PLAZA 9TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362545485EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RIES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRIESBusinessNameControlTxt
Phone3126130031PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 N STATE STREET UNIT 11AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606102859ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL RIESPersonNm
Person TitleOFFICERPersonTitleTxt
Phone3126130031PhoneNum
Signature2025-10-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL JUOZITISPreparerPersonNm
PTINP01565144PTIN
Phone3122071040PhoneNum
Preparation2025-10-02PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,337,535FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$36,956DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,956DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,807NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$35,807GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$35,807CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$72,763TotalRevAndExpnssAmt
Total Net Invst Incm$62,763TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$506LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$506LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,074AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,074AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,450OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,450OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,115TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$114OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$114OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,259TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,144TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$66,586ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$66,586ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$80,845TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,144TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$66,586TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,082ExcessRevenueOverExpensesAmt
Net Investment Income$50,619NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,684CashBOYAmt
Cash EOY$12,541CashEOYAmt
Cash EOYFMV$12,541CashEOYFMVAmt
Sav And Temp Cash Invst BOY$69,367SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,035SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,035SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$621,911OtherInvestmentsBOYAmt
Other Investments EOY$1,283,959OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,283,959OtherInvestmentsEOYFMVAmt
Total Assets BOY$693,962TotalAssetsBOYAmt
Total Assets EOY$1,337,535TotalAssetsEOYAmt
Total Assets EOYFMV$1,337,535TotalAssetsEOYFMVAmt
Accounts Payable BOY$37,990AccountsPayableBOYAmt
Accounts Payable EOY$34,544AccountsPayableEOYAmt
Total Liabilities BOY$37,990TotalLiabilitiesBOYAmt
Total Liabilities EOY$34,544TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$655,972CapitalStockBOYAmt
Capital Stock EOY$1,302,991CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$655,972TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,302,991TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$693,962TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,337,535TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$655,972TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,082ExcessRevenueOverExpensesAmt
Other Increases$655,101OtherIncreasesAmt
Subtotal$1,302,991SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,302,991TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyGOFEN LT GAINSPropertyDesc
Acquired2023-01-01AcquiredDt
Sold2024-12-31SoldDt
Gross Sales Price$35,807GrossSalesPriceAmt
Gain Or Loss$35,807GainOrLossAmt
Gains Minus Excess Or Losses$35,807GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$35,807CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$704InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$704SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$704TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,501EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,501TotalPaymentsAndCreditsAmt
Es Penalty$3EsPenaltyAmt
Overpayment$794OverpaymentAmt
Applied To ES Tax$794AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHAEL RIESIndividualWithBooksNm
Phone3126130031PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11000 N STATE STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR MICHAEL H RIES
1000 N STATE STREET UNIT 11CHICAGOIL606102859PRESIDENT, TREAS, DIRECTOR0.00$0$0$0
DR ELAINE LEBOFF-RIES
1000 N STATE STREET UNIT 11CHICAGOIL606102859VICE PRESIDENT, SECR, DIRECTOR0.00$0$0$0
JEFFREY RIES
1000 N STATE STREET UNIT 11CHICAGOIL606102859DIRECTOR0.00$0$0$0
LAURA RIES
1000 N STATE STREET UNIT 11CHICAGOIL606102859DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,228,107AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,952AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,293,059TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,293,059AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,396CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,273,663NetVlNoncharitableAssetsAmt
Minimum Investment Return$63,683MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$63,683MinimumInvestmentReturnAmt
Tax Based On Investment Income$704TaxBasedOnInvestmentIncomeAmt
Total Tax$704TotalTaxAmt
Distributable Before Adj$62,979DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$62,979DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$62,979DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$66,586ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$66,586QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$62,979DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,912ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,755ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,100ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$6,767TotalExcessDistributionCyovAmt
Qualifying Distributions$66,586QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$62,979AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,607RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$10,374TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,912ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,462ExcessDistriCyovToNextYrAmt
Excess From Year4$1,755ExcessFromYear4Amt
Excess From Year3$2,100ExcessFromYear3Amt
Excess From Current Year$3,607ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADL
605 THIRD AVENUENEW YORKNY10158NONEPCCHARITABLE GIFT$500
AM SHALOM
840 VERNON AVEGLENCOEIL60022NONEPCCHARITABLE GIFT$4,950
AMERICAN CANCER SOCIETY
1 E WACKER DR STE 1500CHICAGOIL60601NONEPCCHARITABLE GRANTS$500
AMERICAN FRIENDS OF MAGEN DAVID ADOM
3175 COMMERCIAL AVE 101NORTHBROOKIL60062NONECHARITABLE GIFT$500
AMERICAN JEWISH COMMITTEE
165 EAST 56TH STREETNEW YORKNY10022NONEPCCHARITABLE GIFT$1,000
ANSHE EMET SYNAGOGUE
3751 NORTH BROADWAYCHICAGOIL60612NONEPCCHARITABLE GIFT$25
CHABAD OF TRIBECA AND SOHO
341 CANAL STNEW YORKNY10013NONECHARITABLE GIFT$500
CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLCHICAGOIL60632NONEPCCHARITABLE GIFT$500
CORNELL UNIVERSITY
DAY HALL LOBBY CORNELL UNIVERSITYITHACANY14853NONEPCCHARITABLE GIFT$1,500
EISENHOWER MED CENTER
39000 BOB HOPE DRRANCHO MIRAGECA92270NONEPCCHARITABLE GIFT$500
EVANS SCHOLARSHIP
2501 PATRIOT BOULEVARDGLENVIEWIL60026NONEPCCHARITABLE GIFT$250
FRIENDS OF THE IDF
29 E MADISON STREETCHICAGOIL60602NONEPCCHARITABLE GIFT$2,143
HARVARD BUSINESS SCHOOL
HARVARD BUSINESS SCHOOLBOSTONMA02163NONRPCCHARITABLE GRANT$1,500
HILLEL
G-34 ANABEL TAYLOR HALLITHACANY14853NONEPCCHARITABLE GIFT$1,000
ILLINOIS HOLOCAUST MUSEUM
9603 WOODS DRSKOKIEIL60077NONEPCCHARITABLE GIFT$1,000
JEWISH FOUNDATION OF CLEVELAND
25701 SCIENCE PARK DRBEACHWOODOH44122NONEPCCHARITABLE GIFT$100
JEWISH UNITED FUND
30 S WELLSCHICAGOIL60606NONEPCCHARITABLE GIFT$18,418
JEWISH WOMEN'S FOUNDATION
30 S WELLS STCHICAGOIL60606NONEPCCHARITABLE GIFT$2,000
NORTHWESTERN UNIVERSITY
633 CLARK STEVANSTONIL60208NONEPCCHARITABLE GRANTS$2,500
PAWS
1997 N CLYBOURN AVECHICAGOIL60614NONEPCCHARITABLE GIFT$150
PLANNED PARENTHOOD
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038NONEPCCHARITABLE GIFT$500
REFRACTED THEATER COMPANY
2405 N SCHEFFIELD 14354CHICAGOIL60614NONEPCCHARITABLE GIFT$1,000
ROSALIND FRANKLIN UNIVERSITY
3333 N GREEN BAY RDNORTH CHICAGOIL60064NONEPCCHARITABLE GRANTS$500
RUSH UNIVERSITY
600 S PAULINA STCHICAGOIL60612NONEPCCHARITABLE GIFT$500
SELF HELP HOME
908 ARGYLE STCHICAGOIL60640NONEPCCHARITABLE GIFT$2,150
ST JUDE CHILDREN'S RESEARCH HOSP
5501 N CUMBERLAND AVE 101CHICAGOIL60656NONEPCCHARITABLE GIFT$25
SUSAN G KOMAN BREAST CANCER
13770 NOEL ROAD SUITE 801889DALLASTX75380NONEPCCHARITABLE GIFTS$250
THE WALSH INSTITUTE FOR NEA
1155 S WASHINGTON STNAPERVILLEIL60654NONEPCCHARITABLE GIFT$25
US HOLOCAUST MEMORIAL
595 ELM PLACEHIGHLAND PARKIL60035NONEPCCHARITABLE GIFT$5,000
WELCOME US
120 BROADWAY STE 3475NEW YORKNY10271NONEPCCHARITABLE GIFT$100
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001NONEPCCHARITABLE GRANTS$2,000
WORTHY BOOKS
1470 ENCINITAS BLVD 236ENCINITASCA92024NONEPCCHARITABLE GIFT$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$66,586TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,956ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Related Or Exempt Function Incm$35,807RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$36,956ExclusionAmt
Related Or Exempt Function Incm$35,807RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$72,763TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,074Amt
Net Investment Income$7,074NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOFEN INVESTMENTSAT COST$1,283,460$1,283,460
DUE FROM RECEIVABLEAT COST$499$499

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$506LegalFeesAmt
Net Investment Income$506NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVEDesc
Revenue And Expenses Per Books$114RevenueAndExpensesPerBooksAmt
Net Investment Income$114NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMARK TO MARKET ADJUSTMENTDesc
Amt$655,101Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$4,450Amt
Net Investment Income$4,450NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryMISC. TAXES AND LICENSESCategoryTxt
Amt$2,115Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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